Andres Casas, financial advisor Albuquerque NM
89 score

Andres Casas

CRD Number: 6224574
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Andres Casas (CRD# 6224574) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Albuquerque, NM and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Albuquerque, NM Aug 2013 - Current 3
Bank Of The West Albuquerque, NM Jun 2013 - Current 3
Bank Of The West Aurora, CO Jun 2011 - Jun 2013 2
The Bank Of Denver Denver, CO Mar 2008 - Jun 2011 3
Liberty Savings Bank Aurora, CO Jul 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Andres R. Casas
Phone Number: 800-338-3919
Registered State(s):
  • AZ
  • NM
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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